WTC
WhitTier Trust Company Portfolio holdings
AUM
$4.41B
1-Year Return
19.55%
This Quarter Return
+4.64%
1 Year Return
+19.55%
3 Year Return
+88.16%
5 Year Return
+142.19%
10 Year Return
+292.82%
AUM
$3.6B
AUM Growth
+$109M
(+3.1%)
Cap. Flow
+$4.88M
Cap. Flow
% of AUM
0.14%
Top 10 Holdings %
Top 10 Hldgs %
35.33%
Holding
1,312
New
92
Increased
305
Reduced
350
Closed
36
Top Buys
| 1 |
Eli Lilly
LLY
|
+$8.77M |
| 2 |
RadNet
RDNT
|
+$5.66M |
| 3 |
ServiceNow
NOW
|
+$5.48M |
| 4 |
Airbnb
ABNB
|
+$4.84M |
| 5 |
Old Dominion Freight Line
ODFL
|
+$4.01M |
Top Sells
| 1 |
Adobe
ADBE
|
+$9.44M |
| 2 |
Accenture
ACN
|
+$9.26M |
| 3 |
Tesla
TSLA
|
+$6.08M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$5.83M |
| 5 |
Steris
STE
|
+$4.9M |
Sector Composition
| 1 | Technology | 26.07% |
| 2 | Financials | 9.72% |
| 3 | Healthcare | 8.16% |
| 4 | Consumer Discretionary | 7.43% |
| 5 | Industrials | 6.67% |
